Motherson Sumi - Value Unlocking, Inorganic Opportunities To Drive Growth: Systematix
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Systematix Research Report
Motherson Sumi Systems Ltd. announced a scheme of reorganisation in July 2020 to simplify the group structure, align promoter and shareholder interests and accomplish Vision 2025 (topline $36 billion; return on capital employed 40%).
We expect the reorganisation to help unlock value in the domestic wiring harness business (Motherson Sumi Wiring India Ltd.) and improve the group's ability to raise capital.
Further, all product verticals (in promoter entity Samvardhana Motherson International Ltd.) will come under one roof.
We expect these product portfolios to play an important role in the next leg of inorganic growth (global opportunity size of $200 billion).
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